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Shared Vision Wealth Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Shared Vision Wealth Group LLC

No.5882 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.91亿
环比变动 Q1 2026
+$4,571.9万+18.6%
持仓股票数
114
新买入
23
加仓
43
减仓
29
清仓
4
持股不变
19
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
17.34%18.04%$5,043.5万17.4万股$4,422.9万17.4万股+22股+0.01%加仓
IiShares安硕信托IVV
11.18%9.2%$3,250.7万4.3万股$2,255.4万3.5万股+8,880股+25.72%加仓
IiShares安硕信托IUSB
7.23%7.47%$2,103.9万45.6万股$1,830.2万39.6万股+6.0万股+15.06%加仓
SSPDR标普500 ETFSPY
6.05%4.74%$1,759.8万2.4万股$1,162.2万1.8万股+5,695股+31.87%加仓
B贝莱德ETF信托DYNF
2.83%2.92%$823.1万12.1万股$715.7万12.3万股-1,998股-1.62%减仓
IiShares安硕信托GJS
2.72%3.22%$789.8万34.7万股$789.3万34.5万股+2,189股+0.64%加仓
IiShares安硕信托IVW
2.68%2.72%$779.2万5.7万股$666.0万5.9万股-2,223股-3.78%减仓
I景顺交易所交易基金IIPWZ
2.62%0.34%$762.0万31.1万股$84.3万3.5万股+27.6万股+780.48%加仓
S嘉信策略信托SCHF
2.39%1.91%$695.5万25.1万股$468.0万18.9万股+6.2万股+32.78%加仓
iShares安硕·MBSACGL
2.32%2.63%$673.9万7.1万股$645.7万6.8万股+3,290股+4.84%加仓
IiShares安硕·S&PIVE
2.16%3.06%$629.2万2.8万股$749.4万3.5万股-7,780股-21.92%减仓
博通AVGO
1.67%1.65%$484.6万1.3万股$404.7万1.3万股-248股-1.90%减仓
IiShares安硕IEMG
1.61%2.36%$468.6万5.7万股$578.7万8.3万股-2.6万股-31.82%减仓
IiShares安硕信托TLH
1.59%2.28%$463.9万4.6万股$559.0万5.6万股-9,276股-16.71%减仓
IiShares安硕信托EFG
1.47%1.53%$428.9万3.4万股$376.2万3.4万股+687股+2.03%加仓
IiShares安硕信托EFV
1.37%2.69%$399.8万5.2万股$660.3万8.9万股-3.7万股-41.19%减仓
B贝莱德·ETF TRUST IIBINC
1.32%2.16%$384.8万7.4万股$529.8万10.2万股-2.9万股-27.94%减仓
B贝莱德ETF信托BAI
1.19%1.15%$346.8万6.6万股$281.7万8.5万股-2.0万股-23.05%减仓
V先锋领航市政债券基金VTEB
1.16%1.29%$338.6万6.7万股$316.3万6.3万股+3,540股+5.58%加仓
B贝莱德ETF信托IALT
1.08%$315.2万11.2万股$00股+11.2万股新买入
SSCHWAB MUNICIPAL BOND ETFSCMB
1.05%0.6%$305.7万11.8万股$146.0万5.7万股+6.1万股+106.67%加仓
V先锋领航·SMALLVBR
1.05%1%$305.3万1.3万股$244.5万1.1万股+1,310股+11.64%加仓
IiShares安硕·S&P 100 ETFIWO
0.99%0.97%$287.7万7,864股$237.6万7,470股+394股+5.27%加仓
IiShares安硕信托MTUM
0.98%1.09%$283.9万8,281股$266.1万1.1万股-2,809股-25.33%减仓
B贝莱德·ETF TRUST IIGGOV
0.92%$268.0万5.3万股$00股+5.3万股新买入
B贝莱德ETF信托BLCR
0.91%0.81%$264.1万5.2万股$199.7万4.9万股+3,809股+7.83%加仓
B贝莱德ETF信托THRO
0.78%1.15%$226.0万5.2万股$282.9万7.8万股-2.6万股-32.88%减仓
B贝莱德ETF信托CORO
0.72%$210.8万5.8万股$00股+5.8万股新买入
IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB
0.72%0.88%$208.5万4.6万股$214.8万4.8万股-1,450股-3.04%减仓
V先锋领航·MIDVO
0.69%0.29%$199.4万2.5万股$71.5万2,488股+2.2万股+894.53%加仓
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.68%0.79%$197.9万6.2万股$194.3万5.9万股+2,887股+4.86%加仓
IiShares安硕·MSCIQUAL
0.65%1.71%$188.3万8,583股$420.3万2.2万股-1.3万股-60.83%减仓
VVanEck ETF信托HYD
0.63%0.73%$184.5万3.6万股$179.6万3.6万股00.00%持仓不变
F富达·COMWLTH TRONEQ
0.62%0.4%$178.9万1.7万股$99.1万1.2万股+5,668股+48.59%加仓
IiShares安硕信托IXUS
0.61%0.64%$176.8万1.9万股$157.1万1.8万股+396股+2.18%加仓
IiShares安硕信托ITOT
0.55%$160.2万9,789股$00股+9,789股新买入
S道富SPYM
0.54%$157.0万1.8万股$00股+1.8万股新买入
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.53%0.51%$155.2万6.7万股$125.0万5.4万股+1.3万股+24.67%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.52%0.18%$152.6万2,921股$45.0万971股+1,950股+200.82%加仓
IISHARES SYSTEMATIC BOND ETFSYSB
0.48%0.54%$140.7万1.6万股$133.5万1.5万股+856股+5.71%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.48%0.43%$140.6万5,574股$105.9万5,839股-265股-4.54%减仓
IiShares黄金信托IAU
0.47%0.65%$137.6万1.8万股$159.5万1.8万股+128股+0.71%加仓
IiShares安硕信托LMUB
0.43%0.27%$125.2万2.4万股$67.3万1.3万股+1.1万股+81.43%加仓
IiShares安硕信托IVLU
0.37%0.42%$106.4万2.5万股$102.1万2.6万股-296股-1.15%减仓
V先锋领航指数基金VUG
0.37%0.35%$106.2万1.2万股$86.4万1,978股+1.0万股+523.41%加仓
IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI
0.36%0.43%$104.5万2.1万股$104.3万2.1万股00.00%持仓不变
IiShares安硕信托GVI
0.35%0.5%$101.0万9,384股$123.1万1.2万股-2,210股-19.06%减仓
好市多COST
0.35%0.44%$100.9万1,079股$107.3万1,077股+2股+0.19%加仓
G通用动力VTI
0.34%0.35%$99.3万2,683股$86.1万2,683股00.00%持仓不变
IISHARES MORNINGSTAR VALUE ETFILCV
0.32%0.35%$92.8万9,171股$84.8万9,103股+68股+0.75%加仓

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